Institute For Wealth Management, LLC. SPY Holdings History
Institute for Wealth Management, LLC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 9,175.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.13 Mil. This investment constitutes 0.66% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Institute for Wealth Management, LLC. has made 17 purchases of SPY, at an average price of $297.25, for a total of 384,019.00 shares. In addition, there have been 21 sales at an average price of $332.19 for 374,844.00 shares. Based on historical transaction data and SPY's current price of $624.81, Institute for Wealth Management, LLC.'s estimated gain on his SPY holdings is $16.10 Mil, reflecting a 14.11% gain to date.
Institute for Wealth Management, LLC. SPY ($624.81) Holding Chart
Institute for Wealth Management, LLC. SPY ($624.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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